Triumph Capital Management

"Extremely knowledgeable person, Iv talked to and tried a dozen people all are lacking in one way or another on some information. But not Derek. He had tremendous knowledge on retirement accounts, and taxes to very specific cases and answered all my questions without a single stutter, very happy with the hour of his time that he gave me as he managed to put my mind on ease!"

"Jim Peters and his team have helped my husband and I with our retirement accounts for many years. They've always been extremely knowledgeable, friendly and willing to answer any questions we have. We greatly appreciate their guidance and support!"

"I've had the pleasure of partnering with Triumph Capital for over a decade. Derek Eichenwald and his associates have consistently provided clear guidance, proving instrumental in helping me achieve my retirement and estate planning goals. I am truly grateful for their unwavering support and couldn't thank them enough for their invaluable assistance."

"I had the privilege of working with Triumph Capital and I can't express enough how outstanding my experience has been. Triumph Capital has a genuine commitment to helping me achieve my financial goals. Triumph took the time to carefully assess my unique financial situation, providing me with personalized advice and strategies that have already started to yield great results. What sets them apart is not only their exceptional competence but also the personal touch they bring to every interaction. I always felt like a valued client, and my questions and concerns were addressed with patience and clarity. Derek Eichenwald has been a life saver! In a field where trust and integrity are paramount, I can wholeheartedly vouch for Triumph Capital. They've gone above and beyond to ensure my financial well-being, and I have complete confidence in their ability to guide anyone toward a more secure and prosperous future! I highly recommend their services to anyone seeking top-notch financial planning and expertise. Thanks to their dedication and expertise, I'm on a path to financial success, and I couldn't be happier with the results."

"Jim Peters from Triumph Capital Management has been my financial advisor for over ten years. Most recently he has been helping my husband and I plan for retirement setting us up to be financially secure during our retirement years. Jim is so easy to work with because of his integrity and positive friendly outlook. We have confidence in his advice and enjoy meeting with him on a regular basis."